JRPIM
EXPD icon

Journey Retirement Planning & Investment Management’s Expeditors International EXPD Stock Holding History

Journey Retirement Planning & Investment Management’s Portfolio EXPD Stock Details EXPD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$546K Sell
3,351
-228
-6% -$35.3K 0.43% 79
2026
Q1 		$513K Sell
3,579
-10,501
-75% -$1.6M 0.45% 76
2025
Q4 		$2.1M Buy
+14,080
New +$1.92M 0.43% 57

Other funds holding EXPD

BTW
Boston Trust Walden Boston, Massachusetts $13.1B AUM 24.63% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
VF
Vest Financial Mclean, Virginia $9.52B AUM 31.6% 1-Year Est. Return
TIA
Tandem Investment Advisors Charleston, South Carolina $1.49B AUM 12.33% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
AT
Arbejdsmarkedets Tillaegspension Hilleroed $4.6B AUM
AS
Aware Super Sydney, Australia $7.06B AUM
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Journey Retirement Planning & Investment Management's EXPD Position: Q2 2026 in Review

Journey Retirement Planning & Investment Management reduced its Expeditors International (EXPD) stake by 6.4% in Q2 2026, selling an estimated $35.3K and leaving 3,351 shares worth $546K. The position accounts for 0.43% of the portfolio, ranked #79.

Journey Retirement Planning & Investment Management first reported a position in EXPD in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.1M in Q4 2025. 360 funds tracked by Wall St. Rank hold EXPD as of Q2 2026.

  • Journey Retirement Planning & Investment Management held 3,351 shares of Expeditors International worth $546K as of Q2 2026.
  • Journey Retirement Planning & Investment Management sold 228 Expeditors International shares in Q2 2026, an estimated $35.3K.
  • Expeditors International made up 0.43% of Journey Retirement Planning & Investment Management's portfolio in Q2 2026, its #79 holding.
  • Journey Retirement Planning & Investment Management first reported a position in Expeditors International in Q4 2025 and has held it in 3 quarters since.
  • Journey Retirement Planning & Investment Management's Expeditors International position peaked at $2.1M in Q4 2025.
  • 360 funds tracked by Wall St. Rank held Expeditors International as of Q2 2026.

Based on Journey Retirement Planning & Investment Management's 13F filing for Q2 2026, filed 24 Jul 2026.